마이크론 연일 급락세…삼전닉스 충격파 미증시 덮쳤다ㅣ"미-이란 후속 회담 진행"…뉴욕 증시에 날개 달까ㅣ손석우ㅣ윤진ㅣ변영인

#USStockMarket #AIInvestment #Semiconductor #BigTech #MiddleEastSituation #InternationalOilPrices #SpaceX #Palantir #LamResearch #MemoryCollusion #Apple #M7Adjustment #BISReport #RotationTrading #Rebalancing #NASDAQ #KoreaEconomicTV #HangeulMa #HankyungGlobalMarket 📈 Host: Anchor Son Seok-woo 📈 Guests: ■ Yoon Jin | Black Quant Equity ■ Byun Young-in | CEO of Corporate Disclosure Research Institute 📌 Today's Market Key Summary • The stock market rebounded as the unstable atmosphere in the Middle East showed signs of subsiding, but warnings regarding excessive AI investment and a temporary correction in semiconductor stock prices appeared simultaneously. 🧩 Key Issues (8) 1️⃣ Limited conflict in the Middle East and international oil prices rebound to the $70 mark 2️⃣ BIS report warning of potential long-term financial crisis due to overinvestment in AI 3️⃣ Semiconductor equipment company Lam Research boosted by an upgraded investment rating 4️⃣ SpaceX rises ahead of its inclusion in the Nasdaq 100 index on July 7 5️⃣ Palantir announces collaboration with Nvidia to build AI infrastructure for national security 6️⃣ Micron falls due to the rebound in Big Tech stocks and fatigue from short-term surges 7️⃣ The three memory companies sued by U.S. consumers for price fixing 8️⃣ Apple moves to persuade the U.S. government to purchase Chinese semiconductors 🧩 Market Summary • Supply and demand have recovered, centered on large tech stocks, as Middle East risks have subsided; however, memory semiconductors, which had recently surged, have entered a period of consolidation due to profit-taking and noise surrounding the price-fixing lawsuits. 🎯 One-Line Summary 👉 As growth stocks generally revive due to the easing of geopolitical risks, the seesaw game between semiconductors and Big Tech continues. △ Watch the Korean economy! △ We deliver fast and accurate economic and securities news 24 hours a day. △ Subscribe + Like! -------------------------------- ◇ Subscribe to Korea Economic TV YouTube https://bit.ly/45pz6GK ◇ Korea Economic TV YouTube LIVE    • Video   ◇ Collaboration and Business Inquiries [email protected] -------------------------------- ◇ Korea Economic TV Website: http://www.wowtv.co.kr Kakao Plus Friend: https://pf.kakao.com/_xbcxlxgd Twitter:   / hkwowtv   Facebook:   / hkwowtv   Program Schedule: https://bit.ly/47q2caY -------------------------------- ◆ Subscribe to Korea Economic TV Family Channels! News: [Hankyung TV News]    / 한국경제tv뉴스   Stocks: [WowNet]    / 와우넷w   Stock App: [Jusikchang]    / stockw   Education: [Wow Academy] https://wowacademy.wownet.co.kr/ Global: [Wow Global] https://www.wowglobal.co.kr/ -------------------------------- ※ If the screen appears blurry or pixelated, please select 1080p quality in the settings. -------------------------------- ※ This content is for reference only for investment purposes, and you are solely responsible for any investment decisions. ------------------------------------------------- 🎯 Investment decisions are all about information. Check out fast and accurate key information now on the official Korea Economic TV Telegram. 🎁 Free Subscription 👉 https://t.me/wowtv_official